See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,009 | $54,705-50.6% | $71,209-62.1% | $84,808-68.2% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 40.26% | 35.90%+4.4pp | 282.51%-242.2pp | 40.90%-0.6pp |
| Employer contribution / active EE | $1,611 | $2,158-25.4% | $2,721-40.8% | $2,631-38.8% |
| Participant deferral / active EE | $4,563 | $3,030+50.6% | $4,175+9.3% | $4,212+8.3% |
| Admin fee / account holder | $1,458 | $4,863-70.0% | $5,349-72.7% | $7,344-80.2% |